Audit & Financial Planning Analyst – Professional Practices

U.S. Bank

Audit & Financial Planning Analyst supporting financial planning and audit processes at U.S. Bank.

Posted 6/12/2026full-timeMinneapolis • Illinois, Minnesota, North Carolina, Texas, Wisconsin • 🇺🇸 United StatesMid-LevelSenior💰 $92,820 - $109,200 per yearWebsite

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Hard Skills

financial analysisvariance analysisdata validationdata quality checksreconciliation processesaudit planningreporting enhancementsprocess improvementautomation effortsdata integrity

Soft Skills

analytical skillsproblem-solving skillsattention to detailorganizational skillscommunication skillscollaborative mindsetability to manage multiple prioritiesability to present information clearly

Tools & Technologies

ExcelTableauPower BIreporting dashboardsfinancial planning datasetsaudit datasetsplanning governance toolsdata reporting tools

Industry Keywords

financial planningauditregulatory environmentdata analyticsresource planninggovernance routinesquality assuranceinternal audit concepts

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Supports development and ongoing management of the CAS Financial Plan, including: data collection, validation, and maintenance; variance analysis and forecasting support; preparation of planning inputs aligned to enterprise timelines
Assists in maintaining audit and financial planning datasets and tools to support financial forecasting and decision-making
Prepare and validate recurring board, committee, and management reporting materials to ensure accuracy, completeness, and alignment across audit and financial planning outputs
Leveraging reporting dashboards, metrics, and analytics to support leadership insights
Partners closely with the Resource Planning Analyst to perform comprehensive analysis of financial, audit, and resource data to identify trends, risks, and opportunities
Execute data quality checks and reconciliation processes across planning and financial datasets
Support the design and implementation of data integrity and quality control enhancements
Maintain documentation and controls supporting audit and financial planning processes
Support planning governance routines, including: timeline tracking and milestone management; coordination of inputs across audit teams; assist in preparation of materials for governance forums and leadership reviews
Contribute to updates of procedures, job aids, and training materials
Support responses to audit, regulatory, and quality assurance inquiries by: gathering and validating requested information; ensuring consistency across materials and messaging
Collaborate with internal audit teams, finance partners, and risk stakeholders to resolve data or reporting questions
Monitoring the Planning Shared Inbox to ensure timely and accurate responses to questions and requests
Contribute to planning-related initiatives such as: process improvement and automation efforts; reporting enhancements and tool optimization; support for organizational or planning changes; participate in special projects and perform other duties as assigned by leadership

Requirements

What you’ll need

Bachelor's degree, or equivalent work experience
Typically more than five years of applicable experience
Experience with financial analysis, board committee and management reporting, and audit planning in a regulated environment
Strong analytical and problem-solving skills with attention to detail
Ability to work with large datasets, perform data validation, and identify trends
Working knowledge of internal audit concepts and financial planning processes
Familiarity with data and reporting tools (e.g., Excel, Tableau, Power BI, or similar)
Strong organizational skills with ability to manage multiple priorities and deadlines
Effective written and verbal communication skills, with the ability to present information clearly
Collaborative mindset with ability to work across teams and functions

Benefits

Comp & perks

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law